Latest Institutional Purchases of Ishares Msci Usa Min Vol Facto (USMV)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Min Vol Facto (USMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
80+ 10.36% |
$6.7K - $7.35K
|
852
$77.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
76+ 0.44% |
$6.37K - $6.98K
|
17.4K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.79% |
$6.37K - $6.98K
|
4.33K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
72+ 0.06% |
$6.03K - $6.61K
|
118K
$10.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
72+ 0.31% |
$6.03K - $6.61K
|
23K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
68+ 1.14% |
$5.7K - $6.24K
|
6.05K
$551K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
65+ 1.24% |
$5.44K - $5.97K
|
5.29K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
61+ 1.24% |
$5.11K - $5.6K
|
4.97K
$453K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
58+ 0.42% |
$4.86K - $5.33K
|
14K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
56New |
$4.69K - $5.14K
|
56
$5.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
51+ 0.51% |
$4.27K - $4.68K
|
9.98K
$909K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
50+ 1.17% |
$4.19K - $4.59K
|
4.32K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
45New |
$3.77K - $4.13K
|
45
$4.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
45+ 0.32% |
$3.77K - $4.13K
|
14.2K
$1.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
44+ 0.24% |
$3.69K - $4.04K
|
18.6K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
38New |
$3.18K - $3.49K
|
38
$3.46K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
36+ 1.37% |
$3.02K - $3.31K
|
2.66K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
34+ 0.45% |
$2.85K - $3.12K
|
7.56K
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.24% |
$2.85K - $3.12K
|
14.2K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
33+ 0.16% |
$2.76K - $3.03K
|
20.9K
$1.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
32+ 0.07% |
$2.68K - $2.94K
|
43.1K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
30+ 0.19% |
$2.51K - $2.75K
|
16.1K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
28+ 0.16% |
$2.35K - $2.57K
|
17.3K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
28+ 0.44% |
$2.35K - $2.57K
|
6.4K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27New |
$2.26K - $2.48K
|
27
$2.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
26New |
$2.18K - $2.39K
|
26
$2.37K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.09% |
$2.18K - $2.39K
|
29.9K
$2.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 1.1% |
$2.09K - $2.3K
|
2.31K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.64% |
$2.09K - $2.3K
|
3.93K
$358K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
25+ 0.41% |
$2.09K - $2.3K
|
6.09K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.35% |
$1.84K - $2.02K
|
6.28K
$572K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.76K - $1.93K
|
20.5K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
20+ 0.36% |
$1.68K - $1.84K
|
5.55K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$1.68K - $1.84K
|
4.84K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.51K - $1.65K
|
18
$1.64K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$1.51K - $1.65K
|
3.94K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
18+ 0.08% |
$1.51K - $1.65K
|
22.2K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17+ 0.59% |
$1.42K - $1.56K
|
2.92K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.11% |
$1.42K - $1.56K
|
15K
$1.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.23% |
$1.34K - $1.47K
|
6.89K
$628K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.1% |
$1.26K - $1.38K
|
15.5K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 0.36% |
$1.17K - $1.29K
|
3.91K
$356K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.16% |
$1.17K - $1.29K
|
9.03K
$822K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.18K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$1.09K - $1.19K
|
6.66K
$607K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.34% |
$1.01K - $1.1K
|
3.52K
$321K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.15% |
$1.01K - $1.1K
|
8.08K
$736K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.45% |
$1.01K - $1.1K
|
2.71K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.43% |
$921 - $1.01K
|
2.54K
$232K
|